Ownership history in 55I, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in Janus Henderson Forty Fund (JACTX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | ADDED | 6,073 | +1,235 | +25.5% | 0.01% | $210K | $17.97 |
| 2021 Q4 | ADDED | 4,838 | +411 | +9.3% | 0.01% | $254K | $27.27 |
| 2021 Q3 | INITIATED | 4,427 | — | — | 0.01% | $243K | $23.27 |
As of 2025 Q4 — sorted by position size